See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,818 | $183,519-78.3% | $155,509-74.4% | $145,922-72.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.38% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,079 | $5,313-60.9% | $4,672-55.5% | $4,660-55.4% |
| Participant deferral / active EE | $6,462 | $6,4620% | $5,626+14.9% | $6,688-3.4% |
| Admin fee / account holder | $7,109 | $19,313-63.2% | $15,912-55.3% | $13,397-46.9% |